Average Ratings 7 Ratings
Average Ratings 0 Ratings
Description
Optima Pro field service software allows you to manage work orders and warranties, service contracts, field scheduling, spare parts inventory, service organization, and field service scheduling.
Optima Pro, Damco's most popular Salesforce product, is a tool that streamlines field service operations. It optimizes Field Service workflows by organizing service delivery teams according to their skills and availability, tracking service contracts and offering automatic renewal provisions. Invoices can be generated/modified, and dispatchers/managers have access to the agents' real-time location.
One segment of the field service industry is under constant pressure to coordinate its tasks. They are responsible for monitoring on-site service, dispatch technicians for repairs and maintenance, as well as honoring customer SLAs.
Description
Workfinity is a comprehensive service management platform featuring interconnected modules tailored to address all field service needs and requirements. It facilitates real-time oversight of field operations while enabling the management of technical staff in the field. The system also oversees the spare parts utilized during service operations and handles reverse logistics for equipment that has been repaired on-site. Additionally, it allows for stock segmentation specifically for services and manages the service workflow from the initial product sale. Integrated with the Services Module, it includes functionalities for credit analysis and segmentation of retail and corporate sales. Furthermore, it provides control over various sales channels, manages deals, and oversees negotiation processes. With robust management reporting capabilities, iSolutions consistently invests in enhancing its workforce and scouting for new talent, recognizing that intellectual capital is the most valuable asset in their ongoing quest for solutions that create value for their clients. This commitment to employee development and talent acquisition ensures that the company remains at the forefront of service innovation.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
Free to Start
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Achieva.ai
Founded
1996
Country
United States
Website
achieva.ai/
Vendor Details
Company Name
Isolutions
Founded
2001
Country
Brazil
Website
www.isolutions.com.br
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Work Order
Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking